Skip to main content

New Paraplanner

We are pleased to announce David Irving has joined forces with Allen Tomas & Co and will bring with him a vast amount of experience and technical ability.

David entered the industry in 1987 whilst still a student and has since worked for a number of financial services firms in both the West Midlands and in Norfolk as an administrator and as an adviser. He has Pension Transfer Specialist qualifications and has a high degree of technical knowledge, particularly in the field of pensions, specialising in complex pension cases. He prides himself on being able to design the right solution for a client quickly and efficiently. He is well qualified in all areas of financial services and holds the Certificate in Discretionary Investment Management from the CII. He is working to achieve Chartered status shortly.

Away from work, he enjoys scuba diving and has dived many of the world's best dive sites, personal favourites being the wrecks of the German First World War fleet in Scapa Flow, in the Orkney Islands and of the Thistlegorm in the Egyptian Red Sea, and diving with the seals at the Farne Islands, in Northumberland. He also enjoys most other water sports, particularly kayaking and sailing.

Popular posts from this blog

The Dividend Allowance

Is this dividend allowance cut still going ahead? Although this dividend allowance cut was dropped from the Finance Bill 2017 as a result of the General Election, it will go ahead as planned from April 2018, as it was re-introduced into a second Finance Bill (published on 8th September). The Bill received Royal Assent on 16th November 2017.

What is the dividend allowance? The dividend allowance was only implemented in April 2016, as part of a radical shake-up in the way dividends are taxed. Prior to this date, under the tax credit system, dividends were paid to shareholders net, and multiplied by 10/9 to produce the gross dividend upon which dividend tax was levied.

Since the new rules came into play in April 2016, dividends are subject to new tax rates (basic – 7.5%, higher – 32.5% and additional – 38.1%). This has placed a significant additional tax burden on limited company owners. The one concession was the creation of a tax-free ‘dividend allowance’ applied to the first £5,000 o…

Happy New Year and Welcome Lisa

We wish you all a Happy New Year and would like to welcome Lisa Perkins to our Company. Lisa joined Allen Tomas & Co in January 2018 as a Paraplanner.  Having worked in the Financial Services Industry for over 30 years with a large Pension Provider, she gained a wealth of pension knowledge and obtained the Financial Planning Certificate. Lisa is currently working towards her Diploma in Financial Planning with the CII and hopes to achieve this soon. During her spare time Lisa enjoys travel and experiencing the many pub walks Norfolk has to offer.

We are recruiting

Allen Tomas & Co are looking for an Independent Financial Adviser to join the team.

Key points:
Self-Employed/Employed structure and financial package to be discussedRegular 1:1s and ad hoc training to suitCompetent Adviser CPD programme, which includes internal and external seminarsCompliance support through SimplyBiz (compliance helpline, technical support, portal and CPD events)Support in achieving/maintaining full Competent Adviser StatusProfessional Indemnity costs met by usWe will provide full marketing assistanceIntroducer/Professional Connections:Introductions to professionals we work withFull support offered with your existing/new connectionsOnline Professional Portal (We will upload documents such as Recommendation Reports, Tax statements and Trustees Investment Policy Statements to their Portals)Monthly newslettersSeminarsClient Services:Your clients will have access to an internal online Portal in order to view their InvestmentsYour clients will receive monthly newslett…